See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,154 | $138,044+10.9% | $125,339+22.2% | $134,475+13.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.88% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $27,547 | $5,243+425.4% | $4,814+472.3% | $4,740+481.2% |
| Participant deferral / active EE | $16,157 | $7,799+107.2% | $7,446+117.0% | $6,400+152.5% |
| Admin fee / account holder | $53 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |